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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Jul 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BSMKX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. BSMKX (1.36B). BSMKX (1.09) and NAESX (1.07) have matching dividends . BSMKX was incepted earlier than NAESX: BSMKX (11 years) vs NAESX (66 years). NAESX (0.17) is less costly to investors than BSMKX (0.08). BSMKX is a more actively managed with annual turnover of: 36.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (0) vs BSMKX (5000000). BSMKX annual gain was more profitable for investors over the last year : 30.80 vs. NAESX (24.70). NAESX (35.05) and BSMKX (34.69) have equivalent 5 years return.
| BSMKX | NAESX | BSMKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.08 | 0.17 | 47% |
| Fund Existence | 11 years | 66 years | - |
| Gain YTD | 21.718 | 16.678 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 183B | 1% |
| Annual Yield % from dividends | 1.09 | 1.07 | 102% |
| Returns for 1 year | 30.80 | 24.70 | 125% |
| Returns for 3 years | 60.29 | 52.07 | 116% |
| Returns for 5 years | 34.69 | 35.05 | 99% |
| Returns for 10 years | 160.76 | 168.18 | 96% |
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